RDA Financial Network
SHEL icon

RDA Financial Network’s Shell SHEL Stock Holding History

RDA Financial Network’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$278K Sell
2,923
-1,407
-32% -$127K 0.06% 218
2026
Q2 		$336K Sell
4,330
-7
-0.2% -$604 0.07% 209
2026
Q1 		$403K Sell
4,337
-164
-4% -$13.3K 0.1% 183
2025
Q4 		$331K Buy
4,501
+22
+0.5% +$1.62K 0.08% 197
2025
Q3 		$320K Buy
4,479
+21
+0.5% +$1.51K 0.08% 201
2025
Q2 		$314K Buy
4,458
+21
+0.5% +$1.41K 0.08% 200
2025
Q1 		$325K Buy
4,437
+562
+15% +$37.9K 0.1% 181
2024
Q4 		$243K Sell
3,875
-338
-8% -$22.2K 0.07% 217
2024
Q3 		$278K Buy
4,213
+2
+0% +$142 0.09% 193
2024
Q2 		$304K Buy
4,211
+182
+5% +$13K 0.1% 181
2024
Q1 		$270K Hold
4,029
– – 0.09% 191
2023
Q4 		$265K Sell
4,029
-54
-1% -$3.54K 0.1% 183
2023
Q3 		$263K Hold
4,083
– – 0.11% 179
2023
Q2 		$247K Buy
4,083
+10
+0.2% +$600 0.1% 189
2023
Q1 		$234K Hold
4,073
– – 0.11% 190
2022
Q4 		$232K Buy
+4,073
New +$225K 0.12% 185
2022
Q3 		– Sell
-3,943
Closed -$206K – 212
2022
Q2 		$206K Buy
+3,943
New +$222K 0.1% 198

Other funds holding SHEL

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RDA Financial Network's SHEL Position: Q3 2026 in Review

RDA Financial Network reduced its Shell (SHEL) stake by 32% in Q3 2026, selling an estimated $127K and leaving 2,923 shares worth $278K. The position accounts for 0.06% of the portfolio, ranked #218.

RDA Financial Network first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $403K in Q1 2026. 486 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • RDA Financial Network held 2,923 shares of Shell worth $278K as of Q3 2026.
  • RDA Financial Network sold 1,407 Shell shares in Q3 2026, an estimated $127K.
  • Shell made up 0.06% of RDA Financial Network's portfolio in Q3 2026, its #218 holding.
  • RDA Financial Network first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
  • RDA Financial Network's Shell position peaked at $403K in Q1 2026.
  • 486 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.